IWA

IBEX Wealth Advisors Portfolio holdings

AUM $937M
1-Year Est. Return 43.53%
This Quarter Est. Return
1 Year Est. Return
+43.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$226M
AUM Growth
-$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1 +$3.77M
2 +$3.6M
3 +$2.31M
4
BABA icon
Alibaba
BABA
+$2.06M
5
TNL icon
Travel + Leisure Co
TNL
+$1.71M

Top Sells

1 +$5.18M
2 +$4.02M
3 +$4.01M
4
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$3.9M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.67M

Sector Composition

1 Financials 23.2%
2 Technology 19.04%
3 Industrials 15.58%
4 Communication Services 15.44%
5 Energy 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-3,032
152
-40,524
153
-95,457
154
-3,000